How to: Create a Custom Invoice

1

Navigate to Account

Navigate to the "Accounts" page (link) by clicking "Accounts" in the navigation menu. Then select the Account for which you wish to create a custom invoice.

2

Click to create a custom invoice

Open the "purchases" tab. Click the "add" button in the toolbar at the top of the tab and select "add custom invoice".

3

Enter details

Enter the details regarding the custom invoice.

Property	Description
Amount	The value of the custom invoice
Taxable	Whether tax is to be added to the custom invoice at time of purchase. The tax is based on the location of the user.
Ledger Code	The Ledger Code to apply to the purchase.
Subject	The Account owner will receive a Communication regarding the invoice. The value will be the subject line of the Communication.
Memo	The description of the custom invoice

4

Save

Click "save" at the bottom of the popout to create the custom invoice. The Account owner will receive a Communication.

The custom invoice will remain in the Account's list of purchses in a "pending" state until it is paid or an administrator cancels it. If an Account owner attempts to purchase other items (e.g. Sessions or Registration Categories), the custom invoice will be included in that purchase.

Pending purchases such as a custom invoice will also appear as an amount owing on the Account service for the Account. They will also appear in the Accounts Receivable report.